Meet the Investment Banking Experts

Investment Banking Expert 518625 CA(S)

I have more than 20 years' experience in investment banking with additional experience in mergers & acquisitions (M&A), valuation and other business transactions. I have additional experience in “Big-4” public accounting and audits with extensive involvement with Initial Public Offerings (IPO), SEC reporting, consolidations, system conversions, accounting operations, SEC filings, registration statements, and reporting. I am offering my services as an investment banking expert witness.

Financial Expert Witness 507782

I have more than 25 years of business and legal experience focused on (1) complex financial products, including swaps, swaptions, options, futures, forwards, foreign exchange, commodities, securitizations, structured notes and municipal bonds, (2) commodities and securities trading, regulation and compliance, (3) ISDA, NAESB, SIFMA, EEI and other trading documentation, and (4) secured commercial loans and trading lines of credit. I have held senior executive and legal positions in a global bank, a global investment bank, a swap/derivatives dealer, a commodity pool operator, and several prominent law firms. I am very adept at simplifying and explaining complex financial products and disputes and translating between a client’s legal team and its executive/financial officers while delivering effective analysis and persuasive testimony. I am a very capable writer and public speaker. I have prior experience offering consultations and deposition as a financial expert witness.

Private Equity Expert 500441 CT

I have more than 20 years experience in the field of Finance with expertise in private equity, alternative asset management and investment banking. I have extensive experience making investments in equity and debt in publicly traded and private companies in the US and internationally. I also have extensive public and private equity investment experience in emerging markets including India, Israel, Central Europe and Latin America, and public and private company board experience. I have prior expert witness experience.

Private Banking Expert 513370 FL

I have more than 30 years of experience in the field of International Private Banking with expertise in investment services. I have worked with some of the most well known financial institutions and have been involved with every aspect of wealth management. I understand how financial markets work and the factors that influence investment performance. I have prior expert witness experience.

Financial Markets Expert 523065 GA

I have over 25 years' experience in financial markets & Fixed Income. I have a focus in securities and commodities disputes, financial and trading analysis, asset-backed (ABS, CDO), mortgage-based (MBS, CMO) securities and derivatives pricing, risk analysis, and damage computation. I have provided consultations, deposition, and courtroom testimony as a financial markets expert witness for more than 20 years.

Investment Banking Expert 523755 CT

I have over 25 years' experience in investment banking and capital markets. I have worked with securities and capital markets transactions, capital raising, mergers & acquisitions, restructuring, structured finance, portfolio diligence and acquisition, portfolio management, credit risk management, underwriting due diligence, indemnification, insurance agreements, and seller’s agreements. I have spent more than 5 years offering consultations, deposition, and courtroom testimony as an investment banking expert witness.

Public Finance Expert Witness CA 528958

I have spent more than 20 years working in the field of public finance. I have expertise in investment banking services, including fixed rate/variable rate bond issues, short-term/long-term financings, private placements and derivative products; due diligence/credit review process; bond structure; credit review; rating strategy; bond pricing and market timing. I have spent over 5 years offering my services as a public finance expert witness with consultations and deposition.

Securities Expert Witness Florida 536057

I am a securities industry expert witness with more than fifty years in the field. I have been directly involved with certificates reported lost or stolen, in the certificate replacement process, in the processing of securities transfers, stock splits, stock dividends, exchange and tender offers, and in the process of placing and removing legends on restricted securities. I have also worked in in the custody and sale of securities – in connection with dividend reinvestment and stock purchase plans, corporate “reorg” activities, and as agent for officers of client companies who used the bank’s “simultaneous exercise/sell program” or similar programs offered by brokerage firms of the owners’ choosing. I have spent over 25 years offering consultations, courtroom testimony, and deposition as a corporate governance and securities expert witness.

Energy Investment Banking Expert Witness Houston 537850

I have over 25 years of experience in corporate finance with an emphasis on energy investment banking. My primary expertise is in the gas and oil and renewable energy and power industries and include the following: capital raising; causation; contracts; deal structuring; energy client relationship development and management; finances; mergers and acquisitions activities; mitigation of damages; operations; strategic advisory work; and valuation. I also work in other industries and have experience with bank facilities; convertible securities; corporate loan origination and syndication; cross border finance; derivatives products; financial reporting; information technology (IT) merger and acquisition transactions; investor relations; project finance; public and private equity, and debt; and public and private market communications. I have prior experience offering courtroom testimony, deposition, and consultations as an energy investment banking expert witness.

Securities Expert 512836 AL

My career has spanned more than 35 years in the field of Securities. I have spent most of my time focusing on forensic accounting and damage calculations, among numerous other financial areas. I have also spent over a decade providing consultations, deposition, and courtroom testimony to numerous clients as a securities expert witness in Nevada.